Featured
Poli Assistant
The insurance advisor's digital assistant. Appointments, clients, deals, receivables and production analytics — on your phone, always up to date.
Free when you join our partner network
Digital ecosystem
Our applications.
Tools we built for our partners and our clients — so the work gets done faster, cleaner and from wherever you happen to be.
All applications
One entry point for every role.
Client, partner or corporate customer — there is an environment built for your specific need.
Poli Assistant
iPhone · iPadFree for partners
The advisor's office in your pocket: calendar, client base, deals, receivables, analytics and widgets.
Learn more
Poli RDV
iPhone · iPad · AndroidFree for partnersComing soon
The everyday tool of every insurance advisor: a structured needs analysis inside the appointment, with an RDV report in PDF at the end of the meeting.
My Policies
iPhone · Android · WebThe client environment: policies, requests and everyday servicing, without phone calls and emails.
Learn morePartners
Web · PartnersThe partner portal: quoting, production, commissions and the training hub in one place.
OpenB2B
Web · BusinessA dedicated experience for corporate schemes, group programmes and HR departments.
Open
Poli Wellbeing
On our roadmapPlanned
An application we are planning for the ecosystem, focused on prevention and wellbeing. There is no release date yet.
